Axa
CWBC

Axa’s Community West Bancshares CWBC Stock Holding History

Axa’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20,800
Closed -$420K – 1380
2017
Q4 		$420K Buy
20,800
+400
+2% +$8.19K ﹤0.01% 1177
2017
Q3 		$455K Buy
20,400
+2,200
+12% +$45.8K ﹤0.01% 1122
2017
Q2 		$403K Buy
18,200
+7,700
+73% +$164K ﹤0.01% 1091
2017
Q1 		$215K Buy
+10,500
New +$213K ﹤0.01% 1213
2016
Q3 		– Sell
-3,500
Closed -$49K – 1224
2016
Q2 		$49K Buy
+3,500
New +$44.6K ﹤0.01% 1299
2015
Q2 		– Sell
-386
Closed -$4K – 1417
2015
Q1 		$4K Sell
386
-4,014
-91% -$43.7K ﹤0.01% 1420
2014
Q4 		$49K Buy
+4,400
New +$48K ﹤0.01% 1355

Other funds holding CWBC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Axa's CWBC Position: Q1 2018 in Review

Axa sold out of Community West Bancshares (CWBC) in Q1 2018, closing a stake of 20,800 shares — an estimated $420K sold.

Axa first reported a position in CWBC in Q4 2014 and held it in 7 quarters. The position peaked at $455K in Q3 2017. 82 funds tracked by Wall St. Rank hold CWBC as of Q1 2018.

  • Axa reported no remaining Community West Bancshares position as of Q1 2018 after selling out during the quarter.
  • Axa sold 20,800 Community West Bancshares shares in Q1 2018, an estimated $420K.
  • Axa first reported a position in Community West Bancshares in Q4 2014 and held it in 7 quarters.
  • Axa's Community West Bancshares position peaked at $455K in Q3 2017.
  • 82 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2018.

Based on Axa's 13F filing for Q1 2018, filed 14 May 2018.